Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Loomis Sayles Small Cap Value 279,086 shares in their Schedule of Assets, totaling $107K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION HOURLY-RATE EMPLOYEES PENSION PLAN | INDIANAPOLIS IN | 220 | $90.9M | $69K |
| 2 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION RETIREMENT PROGRAM FOR SALARIED EMPLOYEES | INDIANAPOLIS IN | 185 | $53.5M | $38K |
